Welcome to Business Intelligence world with Power BI!
In this post, I will guide you through building an executive summary finance report using Power BI.
Use Case Description
- Our dataset is a sample financical dataset from Power BI Desktop
- Our objective is to create a Power BI report that helps executives answer the following three questions:
- Which month and year had the highest profit?
- Where is the company experiencing the most success (by country/region)?
- Which product and segment should the company continue investing in?
How-to Guide
Our development process involves the following steps:
- Data preparation - Data loading - Data transformation - Convert the data type of “Units Sold” to Whole Number. - Change the ext format of “Segment” to UPPERCASE. - Rename “Month Name” to “Month”. - Remove the “Montana” product from “Product” as it was discontinued last month. - Data modeling - Write two DAX formulas for measures and tables - Report building - Visual #1: Add a title - Visual #2: Line graph for Profit by Date - Visual #3: Map visualisation for Profit by Country/Region - Visual #4: Bar graph for Sales by Product and Segment - Visual #5: Time slider for Year - Report Publishing - Publish our report from Power BI Desktop to Power BI service to share
To give you a hands-on practice of this use case, please following my step-by-step tutorial video to perform all the above steps:
Final result
In summary, the final Executive Summary - Finance Report should look like this:
This report enables executives to address the following questions:
- Which month and year had the highest profit? - December 2014 - In which country/region the company experiencing the most success? - In Europe, specifically France and Germany. - Which product and segment should the company continue to invest in? - The company should continue to invest in the Paseo product, focusing on the Small Business and Government segments.
Reference
- [1] https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-excel-stunning-report